CL Servicing Specialist

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

Delivers high-quality service while assisting both internal and external stakeholders with a variety of general tasks in Consumer Loan Servicing. Accountable for maintaining and adhering to Fortera’s core values and service standards.

• Administers and manages loan servicing for existing Consumer Loans, including but not limited to the following tasks.
• Provides phone support to internal team members by addressing basic loan inquiries and offering clarifications on loan policies and procedures.
• Receives and processes requests related to consumer loan servicing.
• Handles basic loan adjustments, re-amortization calculations, payment modifications/adjustments, and loan extension requests.
• Handles various requests, including mail inquiries, line of credit (LOC) closure requests, and payoff requests.
• Manages and resolves Synapsis tickets, ensuring that issues are reported, tracked, and addressed appropriately whenever possible.
• Executes payment reversals and processes basic adjustments.
• Reviews weekly and monthly reports to ensure accounts are accurate and current.
• Manages routine and confidential member correspondence, along with other administrative tasks for the department.
• Communicates effectively and proactively with team members, team leaders, external vendors, and members via phone, in person, or through written correspondence.
• Interacts professionally with all levels of management while upholding strict confidentiality.
• Attends and actively participates in all required training sessions, meetings, and committees.
• Engages in community and civic events to raise awareness of the Credit Union’s presence in the community.
• Completes all mandatory compliance training and adheres to applicable regulations, including Bank Secrecy Act compliance.
• Performs tasks with minimal supervision.
• Maintains regular and predictable attendance.
• Carries out additional duties as assigned or required by management.
• Ensures the work area is clean, secure, and well-maintained.

• Maintains a lien ratio of less than 1% for missing liens.
• Establishes and maintains positive working relationships and effective coordination with all credit union personnel.
• Ensures required reports and records are accurate, complete, and submitted on time, meeting all deadlines.
• Meets individual and team goals as assigned.
• Consistently demonstrates Fortera’s core values.

Special

Note:

Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

• High school diploma or equivalent; some college or administrative training preferred.

• Basic knowledge of loan products.
• Understanding of the registration/lien placement process preferred.
• Understanding of document formats, spreadsheets, and Loan communications.
• Proficiency in MS Office Suite.

• One to three years of financial institution experience.

• Accurately assesses the cultural…